Cerity Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
20,626
-1,886
| -8% | -$218K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $2.62M | Sell |
22,512
-1,216
| -5% | -$141K | 0.01% | 994 |
|
|
2024
Q4 | $2.48M | Buy |
23,728
+213
| +0.9% | +$22.3K | 0.01% | 1011 |
|
|
2024
Q3 | $2.42M | Buy |
23,515
+3,763
| +19% | +$388K | 0.01% | 1004 |
|
|
2024
Q2 | $1.84M | Sell |
19,752
-980
| -5% | -$91.3K | ﹤0.01% | 945 |
|
|
2024
Q1 | $1.93M | Buy |
20,732
+16,202
| +358% | +$1.51M | 0.01% | 987 |
|
|
2023
Q4 | $446K | Buy |
4,530
+2,088
| +86% | +$205K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $229K | Sell |
2,442
-2,773
| -53% | -$260K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $536K | Buy |
5,215
+2,143
| +70% | +$220K | ﹤0.01% | 1147 |
|
|
2023
Q1 | $333K | Sell |
3,072
-223
| -7% | -$24.2K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $355K | Buy |
3,295
+373
| +13% | +$40.2K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $289K | Sell |
2,922
-1,362
| -32% | -$135K | ﹤0.01% | 906 |
|
|
2022
Q2 | $453K | Buy |
4,284
+1,928
| +82% | +$204K | 0.01% | 773 |
|
|
2022
Q1 | $272K | Buy |
+2,356
| New | +$272K | ﹤0.01% | 761 |
|